Ishares Msci United Etf Performance
| EWU Etf | USD 37.53 0.35 0.92% |
The etf retains a Market Volatility (i.e., Beta) of 0.51, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares MSCI's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares MSCI is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in iShares MSCI United are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, IShares MSCI may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
1 | Union Bancaire Privee UBP SA Buys New Position in iShares MSCI United Kingdom ETF | 01/28/2025 |
2 | FTSE In The Red As Heavyweight Profit Taking Weighs | 02/13/2025 |
3 | The FTSE Finish Line - Tuesday, Feb. 18 | 02/18/2025 |
4 | The FTSE Finish Line - Wednesday, Feb. 19 | 02/19/2025 |
5 | iShares MSCI United Kingdom ETF Shares Sold by TBH Global Asset Management LLC | 02/20/2025 |
6 | The FTSE Finish Line - Thursday, Feb. 27 | 02/27/2025 |
7 | The FTSE Finish Line - Thursday, March 6 | 03/06/2025 |
8 | The FTSE Finish Line - Wednesday, March 12 | 03/12/2025 |
9 | The FTSE Finish Line - Monday, March 17 | 03/17/2025 |
10 | iShares MSCI United Kingdom ETF Hits New 1-Year High Time to Buy | 03/19/2025 |
11 | Bank Of England Holds Interest Rates, Signals Caution Ahead | 03/20/2025 |
| In Threey Sharp Ratio | 0.25 |
IShares |
IShares MSCI Relative Risk vs. Return Landscape
If you would invest 3,385 in iShares MSCI United on December 23, 2024 and sell it today you would earn a total of 368.00 from holding iShares MSCI United or generate 10.87% return on investment over 90 days. iShares MSCI United is generating 0.1726% of daily returns assuming volatility of 0.8103% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than IShares, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
IShares MSCI Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares MSCI's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares MSCI United, and traders can use it to determine the average amount a IShares MSCI's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2129
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average IShares MSCI is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares MSCI by adding it to a well-diversified portfolio.
IShares MSCI Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares MSCI, and IShares MSCI fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Price To Earning | 14.12 X | |||
| Price To Book | 1.81 X | |||
| Price To Sales | 1.18 X | |||
| Earnings Per Share | (2.39) X | |||
| Total Asset | 2.81 B | |||
About IShares MSCI Performance
Assessing IShares MSCI's fundamental ratios provides investors with valuable insights into IShares MSCI's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IShares MSCI is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. United Kingdom is traded on NYSEARCA Exchange in the United States.| Latest headline from talkmarkets.com: Bank Of England Holds Interest Rates, Signals Caution Ahead | |
| The fund retains 98.84% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares MSCI United. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of iShares MSCI United is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.